Flagship Harbor Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated January 28, 2026, reports $3.4B in regulatory assets under management, 61 employees, 36 offices, and 12,815 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.1% of total clients.
Top client categories% of clientsClients
1
Individuals
64.1%
4,724
2
HNWI
34.7%
2,556
3
Corporations
0.5%
37
4
Pension Plans
0.4%
29
5
Charitable
0.4%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.4Bas of January 28, 2026
Discretionary100.0%
$3.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.4B
Total Accounts12,815
10Y AUM Change+$2.4B (+220.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees61
Clients per Employee121:1
10Y Employee Change-2 (-3.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.